Latest Institutional Transactions on Spdr Portfolio S&P 500 Value E (SPYV)
This table provides information on the latest institutional transactions involving Spdr Portfolio S&P 500 Value E (SPYV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.07K- 0.67% |
$54.7K - $59.2K
|
158K
$8.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-1.65K- 5.62% |
$84.2K - $91.1K
|
27.7K
$1.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
350+ 3.22% |
$17.9K - $19.3K
|
11.2K
$573K
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
59.5K+ 157.61% |
$3.04M - $3.29M
|
97.2K
$4.96M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
46+ 0.61% |
$2.35K - $2.54K
|
7.59K
$387K
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
27.5K+ 20.96% |
$1.4M - $1.52M
|
159K
$8.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-286- 5.5% |
$14.6K - $15.8K
|
4.91K
$251K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-814- 1.09% |
$41.6K - $45K
|
74K
$3.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
12.1K+ 4.9% |
$619K - $670K
|
260K
$13.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-1.59K- 26.08% |
$81.2K - $87.8K
|
4.5K
$230K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
637+ 13.73% |
$32.5K - $35.2K
|
5.28K
$269K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-9.45K- 4.53% |
$483K - $522K
|
199K
$10.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.49K+ 0.85% |
$127K - $138K
|
296K
$15.1M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
120+ 0.37% |
$6.13K - $6.63K
|
32.3K
$1.65M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.7K- 3.81% |
$86.8K - $93.8K
|
42.9K
$2.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-136- 0.68% |
$6.95K - $7.52K
|
20K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-304- 61.91% |
$15.5K - $16.8K
|
187
$9.54K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
13.6K+ 4.29% |
$694K - $751K
|
330K
$16.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
9.93K+ 2.53% |
$507K - $549K
|
402K
$20.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
111+ 0.15% |
$5.67K - $6.13K
|
73.1K
$3.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.61K+ 3.18% |
$185K - $200K
|
117K
$5.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
3.36K+ 9.66% |
$172K - $186K
|
38.1K
$1.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
3.65K+ 8.43% |
$187K - $202K
|
47K
$2.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
28+ 0.1% |
$1.43K - $1.55K
|
29.4K
$1.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-3.32K- 9.95% |
$169K - $183K
|
30K
$1.53M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
1.19K+ 3.8% |
$60.5K - $65.5K
|
32.3K
$1.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-885- 5.53% |
$45.2K - $48.9K
|
15.1K
$771K
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-1.03K- 2.22% |
$52.5K - $56.8K
|
45.2K
$2.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-539- 5.76% |
$27.5K - $29.8K
|
8.82K
$450K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-154- 1.69% |
$7.87K - $8.51K
|
8.98K
$458K
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
234+ 0.09% |
$12K - $12.9K
|
252K
$12.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.02KNew |
$52.2K - $56.4K
|
1.02K
$52.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.84K+ 21.64% |
$196K - $212K
|
21.6K
$1.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
16.6K+ 0.97% |
$848K - $917K
|
1.72M
$87.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
628+ 10.58% |
$32.1K - $34.7K
|
6.57K
$335K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
5.23K+ 8.71% |
$267K - $289K
|
65.3K
$3.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
3.82KNew |
$195K - $211K
|
3.82K
$195K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-10.8K- 34.0% |
$550K - $595K
|
20.9K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
25.6K+ 7.78% |
$1.31M - $1.41M
|
354K
$18.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
24K+ 13.55% |
$1.23M - $1.33M
|
201K
$10.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.35K- 49.11% |
$222K - $240K
|
4.51K
$230K
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-1.45K- 8.66% |
$74K - $80K
|
15.3K
$780K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
40.8K+ 13.95% |
$2.08M - $2.25M
|
333K
$17M
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
7+ 0.01% |
$358 - $387
|
122K
$6.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
258New |
$13.2K - $14.3K
|
258
$13.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
16.9K+ 3.87% |
$861K - $932K
|
452K
$23.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
528+ 7.64% |
$27K - $29.2K
|
7.44K
$380K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
400New |
$20.4K - $22.1K
|
400
$20.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
5.69KNew |
$290K - $314K
|
5.69K
$290K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-326- 4.18% |
$16.7K - $18K
|
7.48K
$382K
|